To add an end client to a file, in the case of an agency for example, you need to activate the business contributor option on the company. Then, when you are on your account, click on the "Add an end client" button in the menu on the right of your page. You can either find an existing client or create a new client.
Specific case for multi-venues accounts: If the client does not exist and you create it upstream, the client belongs to the Backyou account cardex and not to your venue. If you need to link it as an end client on a file, please contact an administrator in your venue group.
The end client's name will then be displayed in the quote:
How do I change my end client?
You can change your end client on your file via the "change end client" button. Please note that you can no longer do this once the check-in date has passed.
On the proforma, you can decide whether you want the name of the end client and/or the agency to be displayed or not using the 'Modify billing details' tab.
Additional information:
- the final invoice is sent to the business introducer
- The turnover is transferred to the end client
From the section > Statistics > File analysis; files are displayed in the name of the end client, but you can add the name of the business introducer: